MarketPulse

financial planning

4 articles
The Motley FoolThe Motley Fool··Matt Frankel, Cfp

Six Costly Investing Mistakes Financial Pros Say Most Clients Make

CFP identifies six recurring investing mistakes—market timing, chasing performance, excessive cash, poor diversification, emotional decisions, and neglecting rebalancing—costing investors significantly.
NVDAMETAMSFTAMZNGOOG+2investment strategyportfolio management
The Motley FoolThe Motley Fool··Bram Berkowitz

Americans Say They Need $2.1M to Retire, but Most Have Saved Far Less

BlackRock survey shows Americans think they need $2.1M to retire, yet 62% have saved under $150,000, revealing a deepening retirement crisis.
BLKDIVBinflationSocial Security
The Motley FoolThe Motley Fool··Motley Fool Staff

26 Years Later: How One Couple's Money Manifesto Held Up Through Market Cycles

Robert Brokamp and wife Elizabeth revisit their 26-year-old financial manifesto, evaluating five core principles for couples managing money together and sharing lessons learned.
AMGNAXPMSFTCATHD+1financial planningfinancial manifesto
The Motley FoolThe Motley Fool··Motley Fool Staff

Energy Sector Surges as Financial Planners Emphasize Cash Flow Strategy

Energy stocks surge 18% YTD, reversing underperformance. Financial planners stress cash flow management and diversified portfolios for long-term wealth building.
XLKXLECSCOenergy sectorautomation